OCM

Objective Capital Management Portfolio holdings

AUM $96.6M
1-Year Est. Return 21.63%
This Quarter Est. Return
1 Year Est. Return
+21.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$1.83M
2 +$1.36M
3 +$862K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$678K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$587K

Sector Composition

1 Technology 7.89%
2 Financials 2.93%
3 Consumer Discretionary 2.8%
4 Healthcare 2.61%
5 Communication Services 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,304
127
-3,304